Zacks Investment Management Purchases in Q3 2024

Zacks Investment Management

  • $11.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
632
+ 23.38%
$221.78 - $256.09 $140K - $162K
3.34K $821K
AXS
Axis Capital Holdings LTD

Financial Services
650
+ 3.68%
$69.04 - $79.88 $44.9K - $51.9K
18.3K $1.46M
DHI
Horton D R Inc

Consumer Cyclical
1.1K
New
$135.21 - $197.06 $148K - $216K
1.1K $209K
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.94K
New
$31.95 - $35.87 $190K - $213K
5.94K $209K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
169
+ 0.21%
$34.48 - $37.66 $5.83K - $6.36K
79.6K $2.98M
LOW
Lowes Companies Inc

Consumer Cyclical
217
+ 7.36%
$213.3 - $270.78 $46.3K - $58.8K
3.17K $857K
SM
Sm Energy CO

Energy
5.16K
New
$38.07 - $47.26 $196K - $244K
5.16K $206K
SHEL
Shell PLC

Energy
3.07K
New
$65.65 - $73.28 $201K - $225K
3.07K $202K
FICO
Fair Isaac Corp

Technology
16
+ 4.35%
$1496.51 - $1947.38 $23.9K - $31.2K
384 $746K
ET
Energy Transfer LP

Energy
11.3K
New
$15.43 - $16.44 $174K - $185K
11.3K $180K
IWR
Ishares Russell Mid Cap ETF

ETFs
997
+ 8.75%
$79.92 - $88.19 $79.7K - $87.9K
12.4K $1.09M
HSTM
Healthstream Inc

Healthcare
3.69K
+ 6.73%
$27.19 - $30.84 $100K - $114K
58.6K $1.69M
POOL
Pool Corp

Industrials
72
+ 3.9%
$296.17 - $376.8 $21.3K - $27.1K
1.92K $722K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.38K
+ 14.33%
$51.02 - $52.74 $121K - $125K
19K $999K
CMA
Comerica Inc

Financial Services
575
+ 4.64%
$49.93 - $61.49 $28.7K - $35.4K
13K $776K
FNB
Fnb Corp

Financial Services
8.96K
+ 22.01%
$13.41 - $15.55 $120K - $139K
49.7K $700K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07K
+ 17.84%
$77.02 - $85.06 $82.6K - $91.2K
7.08K $598K
SWIM
Latham Group, Inc.

Industrials
10.4K
+ 69.17%
$2.63 - $6.8 $27.4K - $71K
25.5K $173K
DFIV
Dimensional ETF Tr

ETFs
2.71K
+ 23.33%
$34.66 - $38.38 $94K - $104K
14.3K $545K
HQY
Healthequity, Inc.

Healthcare
3.06K
+ 10.77%
$67.98 - $86.62 $208K - $265K
31.5K $2.57M
OLO
Olo Inc.

Technology
17.4K
+ 26.74%
$4.25 - $5.61 $74.1K - $97.9K
82.7K $410K
PGRE
Paramount Group, Inc.

Real Estate
24.8K
New
$4.55 - $5.38 $113K - $133K
24.8K $121K
CRGY
Crescent Energy CO

Energy
11K
New
$10.19 - $12.5 $112K - $138K
11K $120K
COUR
Coursera, Inc.

Consumer Defensive
7.33K
+ 9.64%
$7.01 - $10.72 $51.4K - $78.6K
83.4K $662K
KEY
Keycorp

Financial Services
1.74K
+ 5.05%
$13.95 - $17.34 $24.2K - $30.1K
36.1K $604K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.14K
+ 16.91%
$92.56 - $99.46 $105K - $113K
7.86K $753K
IMMR
Immersion Corp

Technology
12.9K
+ 99.15%
$8.49 - $13.51 $109K - $174K
25.9K $231K
EHAB
Enhabit, Inc.

Healthcare
13.5K
New
$7.47 - $10.36 $101K - $140K
13.5K $106K
HAE
Haemonetics Corp

Healthcare
1.74K
+ 11.46%
$72.45 - $91.58 $126K - $159K
16.9K $1.36M
MPW
Medical Properties Trust Inc

Real Estate
17.7K
New
$4.03 - $6.38 $71.4K - $113K
17.7K $103K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
564
+ 19.57%
$117.9 - $128.2 $66.5K - $72.3K
3.45K $441K
ADBE
Adobe Inc.

Technology
401
+ 14.09%
$508.13 - $586.55 $204K - $235K
3.25K $1.68M
SCHV
Schwab Strategic Tr Us Large C

ETFs
44
+ 0.29%
$73.43 - $80.37 $3.23K - $3.54K
15.2K $1.22M
APPF
Appfolio Inc

Technology
732
+ 8.96%
$204.33 - $270.02 $150K - $198K
8.91K $2.09M
FHTX
Foghorn Therapeutics Inc.

Healthcare
10.3K
New
$4.8 - $9.99 $49.4K - $103K
10.3K $95K
NWL
Newell Brands Inc.

Consumer Defensive
9.89K
+ 72.21%
$5.73 - $8.91 $56.7K - $88.1K
23.6K $181K
IVR
Invesco Mortgage Capital Inc.

Real Estate
10K
New
$8.41 - $9.87 $84.4K - $99.1K
10K $94K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
11K
New
$8.13 - $9.5 $89.5K - $105K
11K $93K
BLDE
Blade Air Mobility, Inc.

Industrials
30.3K
New
$2.69 - $3.71 $81.5K - $112K
30.3K $89K
EFA
Ishares Tr Msci Eafe ETF

ETFs
705
+ 13.09%
$75.32 - $84.37 $53.1K - $59.5K
6.09K $509K
SNA
Snap On Inc

Industrials
7
+ 0.24%
$255.35 - $289.77 $1.79K - $2.03K
2.93K $847K
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.05%
$47.6 - $53.31 $571 - $640
24.9K $1.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.04K
+ 5.83%
$33.74 - $37.96 $35.2K - $39.6K
18.9K $711K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
23.9K
New
$3.17 - $4.02 $75.9K - $96.2K
23.9K $80K
ADEA
Adeia Inc.

Technology
5.9K
+ 51.52%
$9.8 - $12.66 $57.8K - $74.7K
17.4K $206K
FE
Firstenergy Corp

Utilities
222
+ 2.08%
$38.25 - $44.54 $8.49K - $9.89K
10.9K $483K
KRYS
Krystal Biotech, Inc.

Healthcare
504
+ 5.64%
$174.7 - $213.66 $88K - $108K
9.45K $1.72M
XLK
Technology Sector Spdr

ETFs
342
+ 4.59%
$197.34 - $237.68 $67.5K - $81.3K
7.8K $1.76M
HNI
Hni Corp

Industrials
578
+ 12.62%
$44.15 - $54.95 $25.5K - $31.8K
5.16K $277K
Activity Summary
Buys All Purchases 512 New Holdings 179 Increased Positions 333 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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